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Financial Consultants in New York

Financial Consultants in Pittsford, NY

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28 results found

Elizabeth Thorley Rochester, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive Officer • Board Member • Chief Executive • Corporate Executive • Management Team Executive • Operations Manager • Financial Manager • Representative • Counselor • Advisor • Doctor of Medicine • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit

Experience & Education

Position:
President & CEO at Thorley Wealth Management, Inc. (Sole Proprietorship), Registered...
Title:
Financial Advisor - Owner at Thorley Wealth Management, Inc.
Location:
Rochester, New York
Industry:
Financial Services
Work history:
Thorley Wealth Management, Inc. - Pittsford NYPresident & CEOsince Dec 2012Commonwealth Financial Network - Waltham MassachusettsRegistered Representativesince 1997
Full Profile

John Montague Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Recruitment

Experience & Education

Position:
Financial Advisor of Park Avenue Securities at Lutz and Associates at Alliance Advisory Group, Inc.
Title:
Financial Advisor of Park Avenue Securities at Lutz and Associates
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Alliance Advisory Group, Inc. - Pittsford, NYFinancial Advisor of Park Avenue Securities at Lutz and Associatessince Jun 2012Mass Mutual Financial Group/Financial Architects Client Services RepresentativeDec 2009 - May 2012
Full Profile

Brian Venton Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Manager • Chief Executive • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Master of Science • Recruitment

Experience & Education

Position:
Financial Advisor at Merrill Lynch Global Wealth Management
Title:
Financial Advisor
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Global Wealth Management - Pittsford, NYFinancial Advisorsince Sep 2012Rochester Wealth Management Group - Rochester, NYPresidentMar 2009 - Sep 2012
Skills:
Business Change Management, Strategic Planning, Registered Investment Advisor, Risk Management,...
Full Profile

Michael O'connor Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Partner • Chief Executive • Human Resources Specialist • Recruitment • General and Operations Manager • Director of Operations • Operations Manager • Accounting Bookkeeper • Bookkeeper • Software Developers

Experience & Education

Position:
President at HRM Options, LLC
Location:
Rochester, New York Area
Industry:
Human Resources
Work history:
HRM Options, LLC - 110 Linden Oaks Dr, Suite F, Rochester, NY 14626Presidentsince 2010Prentice Wealth Management, LLC Financial Advisor2009 - 2010
Full Profile

Robert Mike Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Advisor & Branch Manager at Morgan Stanley
Location:
Rochester, New York Area
Industry:
Investment Management
Work history:
Morgan Stanley - Pittsford, NYVice President, Financial Advisor & Branch Managersince Feb 2005JPMorgan Chase - Greater New York City Area, Rochester, NYVice President, Personal Financial AdvisorAug 1994 - Feb 2005
Full Profile

Brian Stavisky Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Independent Contractor • Contractor • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Operations Manager • Athletes

Experience & Education

Position:
Professional Baseball Instructor at Self-Employed
Title:
Professional Baseball Instructor
Location:
Rochester, New York Area
Industry:
Sports
Work history:
Self-Employed - Rochester, New York AreaProfessional Baseball Instructorsince Mar 2013Morgan Stanley Wealth Management - Pittsford, NYFinancial AdvisorJul 2012 - Mar 2013
Certifications:
Series 7
Series 66
Full Profile

Bill Abbott Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Abbott Financial
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Abbott Financial - Pittsford, NYFinancial Advisorsince Dec 2008Rochester Wealth Management Financial AdvisorJun 2005 - Dec 2008
Skills:
Customer Service, Finance, Investments, Retirement Planning, Banking
Full Profile

Matthew Roberts Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Agent at Alliance Advisory Group, Inc.
Title:
Financial Professional
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Alliance Advisory Group, Inc. - Pittsford, NYAgentsince Jun 2013Waddell & Reed - Fairport, NYFinancial AdvisorMay 2011 - Jun 2013
Certifications:
Life, Accident and Health Insurance License, NYS Department of Financial Services
Full Profile

Ashley Standish Pittsford, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial
Location:
Pittsford, New York
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - with the practice of Richard C. Oaster, CFP®, CDFA™, MBAFinancial Advisorsince Jan 2012Ameriprise Financial - with the practice of Paul C. Wyand, CFP®Financial AdvisorDec 2009 - Dec 2011
Full Profile

Christopher O'dell Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Recruitment

Experience & Education

Position:
Personal Financial Representative at Allstate Financial
Title:
Allstate Personal Financial Represetative
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Allstate Financial - Rochester, New York AreaPersonal Financial Representativesince Sep 2012Merrill Lynch - Global Wealth Management Department - Pittsford, NYFinancial AdvisorDec 2010 - Sep 2012
Skills:
Marketing Strategy, Financial Planning, Tax Law, Team Leadership, Public Speaking, Client Service,...
Full Profile

Michael Chabalik Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, Vice President at Merrill Lynch
Title:
Senior Financial Advisor
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pittsford NYSenior Financial Advisor, Vice Presidentsince Jun 2008
Languages:
English
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Certified Special Needs Advisor, Current Firm Internal Designation
Full Profile

April Johnson Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Partner at Charleton Financial, LLC
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Charleton Financial, LLC - Pittsford, NYFinancial Advisor, Partnersince Mar 2011
Full Profile

Matthew Grasso Pittsford, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Branch Manager • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Team Member

Experience & Education

Position:
Vice President/Wealth Management Banker at Bank of America
Title:
Wealth Managament Banker
Location:
Pittsford, New York
Industry:
Financial Services
Work history:
Bank of America - Rochester, New YorkVice President/Wealth Management Bankersince Mar 2007Citibank/M&T Bank - Rochester, New York AreaAssistant Branch ManagerJan 2002 - Mar 2007
..clients in support of Merrill Lynch Financial Advisor Partners
Full Profile

Melissa Porter Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Managers • Owner • Chief Executive

Experience & Education

Position:
Owner at Sparkle Residential Cleaning
Title:
Entrepreneur
Location:
Rochester, New York Area
Industry:
Consumer Services
Work history:
Sparkle Residential Cleaning OwnerAlliance Advisory Group, Inc. - Pittsford, NYFinancial Advisor2008 - 2009
Full Profile

Francesco Puccio Pittsford, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at iTP Partners
Location:
Pittsford, New York
Industry:
Financial Services
Work history:
ITP Partners - Pittsford, NYPartnersince Jun 2013AXA Advisors - Pittsford New York AreaFinancial ConsultantJul 1999 - Jun 2013
Full Profile

Steve Szczublewski Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Resident DIrector at Merrill Lynch, Senior-Vice President, Financial Advisor at Merrill Lynch
Title:
Senior Resident Director at Merrill Lynch
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Resident DIrectorsince 2000Merrill Lynch - Pittsford NYSenior-Vice President, Financial Advisorsince 1996
Full Profile

Axel Honorat Pittsford, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager

Experience & Education

Work

Company:
Isaiah house
Board member
Company:
General electric-microwave data system - Rochester, NY
Senior financial consultant
Full Profile

Candace Shira Pittsford, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Cross Staff Investments, Inc, Owner at Candace Shira Associates, LLC, Registered...
Title:
President at Cross Staff Investments, Inc
Location:
Pittsford, New York
Industry:
Financial Services
Work history:
Cross Staff Investments, Inc - Pittsford, NYPresidentsince Jan 2013Candace Shira Associates, LLC Ownersince Apr 2007
Financial Advisor Magazine
Full Profile

Rick Dimicco Rochester, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Co-Founder • Founder • Founding Member • Chief Executive • Financial Analyst • Project Managers

Experience & Education

Position:
Client Asset Manager at Xerox, Co-Founder at RocProNet
Title:
Client Account Manager at Xerox
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Xerox - Rochester, New York AreaClient Asset Managersince Oct 2011RocProNet - Pittsford, NYCo-Foundersince Apr 2011
Skills:
Managed Print Services, Project Management
Financial Advisor at Centra Financial Group
Full Profile

Patrick Crandall Rochester, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Estimator • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Director of Operations • Chief Administrative Officer • Operations Manager • Chief Executive • Sales Representative • Student Worker • Computer Specialist

Experience & Education

Position:
Estimator/Asbestos Supervisor at Home Guard Environmental Services, Inc.
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Home Guard Environmental Services, Inc. - Rochester, NYEstimator/Asbestos Supervisorsince May 2012KM Investment Services - Pittsford, NYDirector of OperationsMay 2004 - Feb 2012
Financial Advisor at Waddell & Reed
Full Profile

Patrick Moran Pittsford, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Training Specialist • Workforce Development Specialist • Training and Development • Instructor • Pedagogue • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Business Administrator • Underwriter • Associate of Arts • Associate in Applied Science • Operations Manager • Customer Service

Experience & Education

Position:
AVP Operations and Governance - Licensing Division at HSBC Securities
Location:
United States
Work history:
HSBC Securities - Rochester, New York AreaAVP Operations and Governance - Licensing Divisionsince Apr 2010HSBC Bank USA, NA - Rochester, New YorkTraining SpecialistNov 1998 - Apr 2010
Full Profile

Christina Maurer Pittsford, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Apprentice • Business Administrator • Analysts • Bachelor of Science • Student Worker • Operations Manager

Experience & Education

Work

Company:
Harris rf communications
Financial analyst in business planning division
Company:
Harris rf communications - Rochester, NY
Financial analyst in manufacturing finance division

Skills

COMPUTER SKILLS Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Access), Hyperion...
Full Profile

Andrea Troiani Pittsford, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Leader • Managers • Mathematics • Mathematician • Psychologist • Loan Accountant • Psychology Specialist

Experience & Education

Work

Company:
Byron a. carlson, inc - Mount Kisco, NY
Inside customer sales representative
Company:
Xerox corporation - Rochester, NY
Leader
Full Profile

Andrea Troiani Pittsford, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Leader • Managers • Mathematics • Mathematician • Psychologist • Loan Accountant • Psychology Specialist

Experience & Education

Work

Company:
Byron a. carlson, inc - Mount Kisco, NY
Inside customer sales representative
Company:
Xerox corporation - Rochester, NY
Leader
Full Profile

Valerie Principe New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Planner • Security • Analyst • Team Member • Analysts • Designers • Vice President • Chief Administrative Officer • Chief Executive • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Associate Financial Merchandise Planner - Women's Designer Shoes
Location:
New York, New York
Industry:
Retail
Work history:
Merrill Lynch Global Wealth Management - Pittsford, NYFinancial AdvisorJul 2009 - Oct 2012Morgan Stanley - New York, NYEquity Capital Markets AnalystJul 2007 - Jul 2008
Skills:
Strategic Thinking, Project Management, Holistic Financial Planning, Strengthening Client...
Certifications:
Series 7
Series 66
Full Profile

Kevin Marek New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Service Technician • Maintenance and Repair Worker • Operations Manager

Experience & Education

Position:
Institutional Equities Asociate at Buckingham Research Group
Title:
Institutional Equities Associate at Buckingham Research Group
Location:
New York, New York
Industry:
Financial Services
Work history:
Buckingham Research Group Institutional Equities Asociatesince Oct 2012Merrill Lynch - Pittsford, NYFinancial Advisor InternSep 2011 - Dec 2011
Full Profile

Ken Henderson Wilton, CT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Engineer • Engineering Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Founder • Owner • Founding Member • Chief Executive • Marketing Manager • Security • SEO Specialist • Web Marketer • Mechanical Engineering Professional • Mechanical Engineering • Operations Manager • Managers • Computational Scientist • Information Technology Specialist • Software Developers • Systems Administrator • Computer Systems Administrator • Computer Scientists • IT Specialist • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Surgical Specialist

Experience & Education

Position:
Mechanical Design Engineer at ASML
Title:
Mechanical Design Engineer
Location:
Wilton, Connecticut
Industry:
Mechanical or Industrial Engineering
Work history:
ASML - Wilton, CTMechanical Design Engineersince Nov 2011Ascent Telecommunications - Penfield, NYFounder/OwnerMar 2002 - Nov 2011
Skills:
Mechanical Engineering, Electrical Engineering, CAD, CAE, Finite Element Analysis, Automation,...
Languages:
English, Spanish
Financial Advisor at Merrill Lynch
Full Profile

Grant Rondeau Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Business Consultant • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Operations Manager • Bachelor of Business Administration • Sales Representative

Experience & Education

Position:
Sales and Business Development Consultant at Symetra Investment Services
Title:
Sales and Business Development Consultant
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Symetra Investment Services - Bellevue, WASales and Business Development Consultantsince Jun 2012Curian Capital - Pittsford, NYExternal Regional Business ConsultantSep 2011 - Mar 2012
Certifications:
Series 7, FINRA
Series 65, FINRA
..developing and maintaining existing financial advisor relationships as well as identif..
Full Profile

Financial Consultants near Pittsford, NY0124248372496620RochesterFairportWebsterCanandaiguaPenfieldVictorWest HenriettaNorth ChiliGeneseoLima


Financial Consultants around Pittsford, NY

Avon  (1)
Canandaigua  (13)
Fairport  (21)
Geneseo  (2)
Hemlock  (1)
Henrietta  (1)
Lima  (1)
Macedon  (1)
North Chili  (2)
Ontario  (1)
Penfield  (9)
Rochester  (619)
Rushville  (1)
Scottsville  (1)
Spencerport  (1)
Victor  (5)
Webster  (18)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (28)